Marquette Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$43K | – | 229 |
|
|
2022
Q3 | $43K | Hold |
300
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $43K | Hold |
300
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $47K | Hold |
300
| – | – | 0.01% | 189 |
|
|
2021
Q4 | $55K | Hold |
300
| – | – | 0.01% | 180 |
|
|
2021
Q3 | $50K | Hold |
300
| – | – | 0.01% | 181 |
|
|
2021
Q2 | $48K | Hold |
300
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $46K | Hold |
300
| – | – | 0.01% | 163 |
|
|
2020
Q4 | $46K | Hold |
300
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $40K | Hold |
300
| – | – | 0.01% | 147 |
|
|
2020
Q2 | $38K | Hold |
300
| – | – | 0.01% | 166 |
|
|
2020
Q1 | $28K | Hold |
300
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $37K | Hold |
300
| – | – | 0.01% | 151 |
|
|
2019
Q3 | $37K | Buy |
+300
| New | +$37K | 0.01% | 166 |
|